Invoicing

Invoicing

       


From the Green Dollar Sign icon, click on the Open Shipments view



Right Click on the Shipment that you need to invoice for




and choose Generate Invoice



BizApp will warn you if there isn’t a price on an item.  If you need to make a change, click No and double click the line item to open the Order & Shipment.




Green Shopping Cart Icon >> Open Shipments >> Click to Select a Shipment >> Right Click Choose Generate Invoice


The invoice will be generated and locked, the e-mail button will be available.  If you need to add notes to the invoice prior to sending it out, click the Unlock button to allow editing.



The Invoice Form is available on the second tab of the Invoice.  To print a hard copy of the Invoice Form you must be on this tab.  Choose File from the menu bar in the top left corner of the screen and choose Print.


The last three tabs on the invoices are Payments, CRM & the Log. 
Comments